Avos Capital Management, LLC

RIASEC RegisteredEst. 2021
Total AUM
$298M
Discretionary
$298M
100% of AUM
Avg account
$5.4M
Accounts
55
Employees
6
Advisory reps
4

Firm details

Headquarters
,
CRD number
313979
Registered since
May 7, 2021
Custodians
CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI56.1%
  • Corporations / Businesses35.86%
  • Pooled Investment Vehicles7.93%
  • Individuals0.11%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Avos Capital Management, LLC is an SEC-registered investment adviser operating as a hedge-fund–style manager and commodity pool operator/CTA. The firm provides active portfolio management across individual and family clients as well as institutional and pooled vehicles, charging a mix of asset-based fees and performance-based fees. That fee structure, together with the hedge fund classification and CPO/CTA activity, indicates the firm pursues active, alpha-seeking strategies rather than purely passive management. Investment activity centers on publicly available funds (mutual funds/public funds) used both in separately managed account wrappers and across pooled vehicles. The firm also runs its own private hedge fund and allocates to third-party alternative managers, suggesting a blended approach that combines liquid public funds with less liquid alternative exposures. Avos is not positioned as an ESG investor and does not identify as a multi-state adviser for registration purposes.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 81%, Cash & Cash Equivalents 13%, Exchange Traded Equities 6%81%
  • Public Funds/Mutual Funds81%
  • Cash & Cash Equivalents13%
  • Exchange Traded Equities6%

Owners & executives

1 of 1
  • Joshua Blanchfield

    Joshua Blanchfield

    Partner and Chief Investment OfficerCRD 7360154

Contacts

3 of 3
  • Peter Joers

    Peter Joers

    PartnerCRD 2169200

  • Martin Hutter

    Director, InvestmentsCRD 7984241

  • Michael Polansky

    Michael Polansky

    Founder & Managing PartnerCRD 6137523

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth